GUIDED BY GOALS.
GROWING WITH PURPOSE.

We view capital as a force for good – our relationship with you begins with understanding your goals, priorities, values, and extends beyond managing returns to helping your wealth work intentionally. We believe wealth should do more than grow; it should be a tool to support your life, your vision, and the communities you care about.

By choosing Pierstone, you align with a firm that reinvests time, resources, and leadership back into the community. The dollars you entrust to us help power initiatives, partnerships, and causes that strengthen the places where we live and work – so your success contributes to something larger than a balance sheet.

Headquartered in New York City, the firm serves clients nationwide – transforming financial management into a catalyst for personal fulfillment and social change, and ensuring wealth becomes a powerful expression of clients’ values and aspirations.

EMPOWERING OUR COMMUNITY

We are committed to giving back to the communities we serve through financial support and active participation across different causes and organizations.

As part of this commitment, we have partnered with Point Foundation to establish the Pierstone Scholarship, supporting the educational aspirations of LGBTQ+ students nationwide and empowering the next generation of leaders.

PURPOSE-DRIVEN SUCCESS

We manage your wealth with discipline and intention, aligning investments and strategies with what matters most to you. Your financial growth is guided by your values, helping you achieve meaningful outcomes while staying true to your priorities.

Start with a plan

We build a clear, values-aligned strategy around your goals—and deliver on it with thoughtful guidance and steady execution.

Grow with intention

As life evolves, we stay alongside you—protecting, adapting, and optimizing your wealth for the long term.

Give it meaning

A portion of our fees flow back into the community, creating a full-circle impact where your success helps strengthen the place we all call home.

PIERSTONE PROFILE

Pierstone is an independent advisory firm dedicated to safeguarding your wealth and guiding you toward financial independence—so you can fully enjoy life and the opportunities it brings.